The Basics: Introduction to MyFinancial.desktop | Check course availability and register for class

This is an introductory course designed to educate users on the basic information of MyFinancial Desktop. Through hands on activities, you will gain knowledge needed to navigate and interpret data in MyFD.

Topics Covered:

  • Discover how to read budget balances
  • Discover how to navigate reports including Budget Summary, Transaction Summary, Budget List
  • Learn how encumbrances and open balances affect budgets
  • Learn the tools necessary to accomplish online transaction/budget reconciliation (Reconciliation Report and Reconciliation Status Report) 

Topics Not Covered: Queries, Expense Transfers and Budget Worksheet (see our eLearnings for more information about these tools) or data analysis.

Prerequisite: Before attending class, please view the "Financial Information at UW" eLearning found here.

Experience Level: Beginner
Location: Seattle Campus, Roosevelt Commons (Room info e-mailed with confirmation)
Dates (all classes close 3 days prior):


MyFinancial.desktop Queries Workshop | Check course availability and register for class

This workshop is designed to help MyFinancial.desktop users conquer the query tool! This workshop is comprised of two distinct pieces: an introduction and an overview of queries followed by an opportunity to try your hand at creating and running queries, using your own budgets, in a computer classroom. This workshop is appropriate for current MyFD users who are very comfortable using the MyFinancial.desktop reporting application.

Course will cover the basics of querying including:

  • Creating queries
  • Identifying queryable information
  • Understanding the reasons for querying
  • Additional resources.

Students are encouraged to bring questions and ideas for specific queries they would like to run.

Experience Level: Intermediate/Advanced
Location: Seattle Campus, Roosevelt Commons  (Room info e-mailed with confirmation)
Dates (all classes close 3 days prior):

No classes scheduled currently

Cancellation Policy:

To cancel your spot in a MyFD class, please email us at at least one business day prior to the class.

In the event the MyFD trainers decide that a class must be cancelled (i.e. for low attendance), we will notify class attendees by email at least two business days prior to the class and post a notification on the classroom door. Every effort will be made to communicate the class cancellation to the attendees in a reasonable amount of time to avoid any inconvenience to our students.


Looking for other trainings?

Check out our eLearning Topics or the Procurement Services Training page.